FINSIA 2025 MEMBER CONSULTATION
Have your say – Member feedback closes 2300 AEST, Friday 27 June 2025
Sydney, 30 May 2025
A message to FINSIA members from FINSIA President, David R. Cox F FIN
The FINSIA Board is pleased to announce a proposed strategic alliance that would lead to FINSIA and all current members joining the Chartered Institute for Securities & Investment (CISI) later in 2025.
This initiative represents a unique opportunity for FINSIA members to expand their global recognition and networks, and to access world-class thought leadership and professional development opportunities. Over the past three years, the FINSIA Board has been reviewing feedback from members about our current member value proposition, and how that relates to FINSIA’s long-term strategic plan.
The Board has now identified a pathway that it believes will meet our members’ needs for professional recognition, high-quality education and learning opportunities, and networking forums to build and nurture connections across the global financial services sector.
This new strategic alliance with CISI will allow all FINSIA members to access a unique opportunity to become part of a global professional body with a well-respected and highly-regarded track record of work in the financial services sector. Additionally, all FINSIA members joining CISI will have access to exclusive professional designations, and for some of our highly experienced members the opportunity to become a “chartered member” after a short period of time.
FINSIA has had a long-standing partnership with CISI, whose members span the breadth of the financial services sector across banking, funds and wealth management, financial planning, securities dealing, corporate finance, fintech, and many other disciplines.
The FINSIA Board has recently signed a non-binding memorandum of understanding with CISI to set out a pathway which will be exclusively available to FINSIA members whose membership is current and paid in full at the integration date.
While no specific date for FINSIA members to join CISI has been confirmed at this point, it is anticipated that this would occur in November 2025. This will allow time for a member consultation process to take place, and for the FINSIA Board to review feedback from members and commence the process of entering into a separate agreement with CISI to give effect to the alliance.
We understand this is a significant change for our organisation and our members.
Since FINSIA’s inception in 2005 – and previously through the Australasian Institute of Banking and Finance and the Securities Institute of Australia, and previous antecedent organisations – it has played a key role in developing and supporting professionalism in financial services in Australia and New Zealand for more than 135 years.
But as the market for financial services shifts, with an increasing focus on globalisation and specialisation, our members’ needs are changing. Evolving member expectations come at a time of rapid change in the professional development and learning marketplace, and those shifts have had a structural impact on FINSIA in a variety of different ways.
To continue delivering value to our members, it is critical that we look to the future. It is also essential that we preserve and respect your professional standing in the financial services community. The FINSIA Board is confident that a strategic alliance that would lead to FINSIA and all current members joining CISI is the right pathway forward, having considered a wide range of alternative options.
Member feedback closes 27 June 2025
Before the Board proceeds with the proposal, we want to hear from you.
I encourage FINSIA members to read and respond to our member consultation paper on the proposed pathway. The paper includes key details in relation to the proposal and provides information on how you can share your views and feedback with the FINSIA Board via the Vero Voting platform. There are a range of specific questions that the FINSIA Board would like to hear your views on, they are set out in the paper.
Please provide your feedback by 11.00pm AEST on Friday 27 June 2025.
Click here to access the consultation paper
Click here to provide your feedback
If you need assistance using the Vero Voting portal, please contact Vero Voting directly on (+61) 1300 702 898.
FINSIA’s proposed strategic alliance with CISI – Your questions answered
On Thursday 19 June 2025, I will be hosting an online webinar to engage with members who wish to discuss the Board’s proposal with me, Deputy President, Andrew McNeil SF FIN, and FINSIA Chief Executive Officer and Managing Director, Yasser El-Ansary F FIN.
We invite you to join us as we outline the proposed strategic alliance with CISI and highlight how the transition will deliver real benefits for all FINSIA members. You will have the opportunity to ask questions about the proposal, either by submitting them in advance or asking them live during the webinar.
Please click the link below to register.
Register for the webinar
Date and Time: Thursday 19 June 2025, 1:00pm - 2:00pm AEST
I appreciate you taking the time to share your thoughts during this important consultation process, and I thank you for your continued support of our organisation.
Contact FINSIA
If you have any questions about your membership with FINSIA, or how you can renew your membership with FINSIA to ensure you are eligible to join CISI in late 2025, please contact us at enquiries@finsia.com.
